See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,804 | $102,317+63.0% | $146,958+13.5% | $80,856+106.3% |
| Participation rate | 82.9% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,470 | $3,713+20.4% | $4,933-9.4% | $2,755+62.3% |
| Participant deferral / active EE | $10,877 | $6,644+63.7% | $8,070+34.8% | $4,296+153.2% |
| Admin fee / account holder | $20,868 | $7,941+162.8% | $12,998+60.5% | $6,918+201.7% |